Wealth Management Operations - AVP
Core
Ensure smooth delivery of wealth management services and manage post-trade settlement infrastructure by liaising with custodians and nostro agents.
Role type
Senior IC Wealth Management Operations AVP
Builds
Post-trade settlement infrastructure, lifecycle management support, and new product/service operational frameworks
Domain
Banking / Wealth Management / Custody Services
Required skills
Project management, stakeholder management, regulatory compliance, account lifecycle management, RFP management, conflict resolution, analytical skills, leadership
Preferred skills
Private banking experience, knowledge of securities services and derivatives, negotiation skills
Technologies
N/A
Responsibilities
Coordinate product papers review and document process flows for new products; Manage tracking and closure of project deliverables; Liaise with custodians/nostro agents on account opening, maintenance, closure, and regulatory changes; Perform periodic service reviews and AML/CFT reviews with custodians; Support operations on escalations with custodians.
Seniority
Senior, hands-on IC